endsession
Document and finalize qualitative research sessions by recording interview data, analytical memos, coding activities, emerging themes, and project status updates in a structured multi-stage workflow. Ensures coherent tracking of research evolution and historical record creation.
Instructions
A multi-stage tool for documenting qualitative research sessions, recording analysis progress, tracking coding activities, and creating a structured record of research evolution.
When to use this tool:
Concluding a qualitative research analysis session
Documenting interview data collection activities
Recording newly created analytical memos
Tracking coding activities and code applications
Documenting emerging themes and theoretical constructs
Updating overall project status and progress
Creating a structured record of research activities
Establishing a formal conclusion to a focused research period
Building a historical record of project development
Documenting observations and insights from a research session
Updating status values for research activities and entities
Assigning or modifying priority levels for research tasks
Establishing or modifying sequential relationships between research processes
Key features:
Provides a structured, multi-stage workflow for research session documentation
Records interview data collection in the knowledge graph
Captures newly created analytical memos
Tracks coding activities across data sources
Documents emerging themes and their connections to codes
Updates project status information
Maintains session continuity with unique session IDs
Supports revision of previous stages when needed
Offers a comprehensive assembly stage that consolidates all session information
Organizes qualitative research activity into a coherent narrative
Manages status progression of research activities
Tracks priority assignments for research tasks
Documents sequential relationships between research processes
The endsession tool uses a sequential, multi-stage approach with typically 8 stages:
Summary Stage: Records basic session information
Interview Data Stage: Documents new interviews conducted
Memos Stage: Records new analytical memos created
Coding Activity Stage: Documents code applications and coding work
Themes Stage: Records emerging themes and theoretical insights
Status Updates Stage: Records changes to entity status values
Project Status Stage: Updates the overall project status
Assembly Stage: Consolidates all information and finalizes the session record
Parameters explained:
sessionId: Required - Unique identifier for the research session
Obtained from the startsession tool
Example: "qual_1234567890_abc123"
stage: Required - Current stage of the endsession workflow
Accepts: "summary", "interviewData", "memos", "codingActivity", "themes", "statusUpdates", "projectStatus", or "assembly"
Each stage has specific data requirements and processing logic
stageNumber: Required - The sequence number of the current stage
Starts at 1 and typically progresses through the stages
Used to track progress through the session documentation workflow
totalStages: Required - Total number of stages planned for this workflow
Typically 8 for the complete workflow
Provides context for the progress within the overall process
analysis: Optional - Text analysis or observations for the current stage
Descriptive text explaining the work done in this stage
Example: "Analyzed interview transcripts and identified recurring patterns"
stageData: Optional - Stage-specific structured data
Structure varies by stage type:
summary: { summary: "Session summary text", duration: "3 hours", project: "ProjectName" }
interviewData: { interviews: [{ participant: "P001", notes: "Interview notes", date: "2023-04-15" }] }
memos: { memos: [{ topic: "Emerging patterns", content: "Detailed memo text" }] }
codingActivity: { codes: [{ code: "coping_strategy", dataItem: "Interview_P001", note: "Applied to discussion of stress management" }] }
themes: { themes: [{ name: "Social Support", codes: ["family_support", "peer_networks"], description: "The role of social connections in coping" }] }
statusUpdates: { statusUpdates: [{ entityName: "Interview_P003", newStatus: "transcribed", note: "Completed transcription" }, { entityName: "Code_Resilience", newStatus: "established", note: "Well-supported by data" }] }
projectStatus: { projectStatus: "data_analysis", projectObservation: "Making good progress on initial coding", priorityUpdates: [{ entityName: "Transcribe_P004", priority: "high", note: "Critical for thematic development" }], sequenceUpdates: [{ before: "Coding_Phase1", after: "Theme_Development", note: "Ready to move from coding to theme creation" }] }
assembly: No stageData needed - automatically assembled from previous stages
nextStageNeeded: Required - Whether additional stages are needed after this one
Boolean value (true/false)
Set to false on the final stage to complete the session
isRevision: Optional - Whether this is revising a previous stage
Boolean value (true/false)
Default: false
revisesStage: Optional - If revising, which stage number is being revised
Required when isRevision is true
Indicates which previous stage is being updated
Status and Priority Management:
The statusUpdates stage allows for batch updates to entity status values
Valid status values include: planning, data_collection, analysis, writing, complete, scheduled, conducted, transcribed, coded, analyzed, emerging, developing, established, preliminary, draft, final, active, in_progress
Priority assignments (high, low) can be modified in the projectStatus stage
Status changes are tracked to maintain a history of research progression
Priority changes help reallocate focus as research needs evolve
Sequential Process Management:
The projectStatus stage allows for defining or modifying sequential relationships
The precedes relation is used to establish logical ordering between research activities
Sequential updates help maintain a coherent research workflow
Process sequences can be visualized through the loadcontext tool
When the endsession workflow completes (assembly stage with nextStageNeeded: false), the tool:
Records the session completion in persistent storage
Creates a formatted summary of all session information
Updates the status, priority, and sequential relationships for relevant entities
Preserves the record of research activities for future reference
Return information:
JSON response with the following structure:
success: Boolean indicating whether the operation succeeded
stageCompleted: The stage that was just completed
nextStageNeeded: Whether more stages are required
stageResult: The processed result of the current stage
endSessionArgs: (Only in assembly stage) Consolidated arguments for the session
sessionRecorded: (Final stage only) Whether the session was recorded
summaryMessage: (Final stage only) Formatted summary of all recorded information
error: (Only on failure) Error message describing the issue
You should:
Complete all stages in order for comprehensive session documentation
Provide specific details in each stage for accurate research documentation
Document interview data with participant identifiers and key notes
Create descriptive titles for analytical memos
Be specific about which codes were applied to which data items
Connect emerging themes to their supporting codes
Update status values to reflect progress in research activities
Assign appropriate priorities to focus attention on critical tasks
Define logical sequences between research processes with precedes relations
Include relevant observations for project status updates
If making a revision, specify which stage is being revised
Only mark nextStageNeeded as false on the final assembly stage
Review the final summary message to confirm all session details were recorded properly
Use the unique session ID consistently across all stages
Input Schema
Name | Required | Description | Default |
---|---|---|---|
analysis | No | Text analysis or observations for the current stage | |
isRevision | No | Whether this is revising a previous stage | |
nextStageNeeded | Yes | Whether additional stages are needed after this one (false for final stage) | |
revisesStage | No | If revising, which stage number is being revised | |
sessionId | Yes | The unique session identifier obtained from startsession | |
stage | Yes | Current stage of analysis: 'summary', 'themes', 'codes', 'memos', 'participantInsights', or 'assembly' | |
stageData | No | Stage-specific data structure - format depends on the stage type: - For 'summary' stage: { summary: "Session summary text", duration: "3 hours", project: "Project Name" } - For 'themes' stage: { themes: [{ name: "Theme1", codes: ["code1", "code2"], description: "Theme description" }] } - For 'codes' stage: { codes: [{ name: "Code1", description: "Code meaning", quotes: ["Quote text"] }] } - For 'memos' stage: { memos: [{ title: "Memo title", content: "Detailed memo text", tags: ["tag1", "tag2"] }] } - For 'participantInsights' stage: { insights: [{ participant: "P1", observation: "Key insight about participant" }] } - For 'assembly' stage: no stageData needed - automatic assembly of previous stages | |
stageNumber | Yes | The sequence number of the current stage (starts at 1) | |
totalStages | Yes | Total number of stages in the workflow (typically 6 for standard workflow) |